ADSK in the 13F filings

Autodesk Inc · CUSIP 052769106

Sector · Software and IT services Theme · Cloud and enterprise software· L3VLUP-defined Theme · Industrials and automation· L3VLUP-defined Theme · Prepackaged software

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023

Quarter end: 31 Dec 2024; the date the book describes
Filed: 5 Nov 2026; latest of these filings; the earliest 31 Jan 2025
Managers listing it: 31; at least, of 95 tracked, among listed positions
Comparable managers: 94; filed both Q3 2024 and Q4 2024; 25 listed it in both
Shares listed: 29,186,621; combined, among listed positions
Reported value: $8.6bn; combined, at the quarter end

Among the 94 comparable managers: 13 buyers (opened or added shares) and 20 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing ADSK in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

31 of 31 holders

				Action		Filing
T. Rowe Price Associates Inc	5,023,624	$1.5bn	0.17%	Trimmed	-372,346	14 Feb 2025 (the filing on sec.gov)
Fidelity (FMR LLC)	4,805,659	$1.4bn	0.08%	Trimmed	-847,943	5 Nov 2026 (the filing on sec.gov)
MFS Investment Management	2,875,320	$850m	0.27%	Added	+2,307,960	12 Feb 2025 (the filing on sec.gov)
Invesco Ltd	2,383,255	$704m	0.13%	Added	+191,666	13 Feb 2025 (the filing on sec.gov)
Janus Henderson Group Ltd	2,206,237	$652m	0.33%	Added	+670,699	14 Feb 2025 (the filing on sec.gov)
Farallon Capital Management LLC	1,841,800	$544m	2.39%	New	new	14 Feb 2025 (the filing on sec.gov)
Arrowstreet Capital LP	1,508,746	$446m	0.36%	Added	+304,287	12 Feb 2025 (the filing on sec.gov)
Starboard Value LP	1,038,000	$307m	5.55%	Trimmed	-814,000	14 Feb 2025 (the filing on sec.gov)
Citadel Advisors LLC	1,017,692	$301m	0.05%	Trimmed	-116,181	14 Feb 2025 (the filing on sec.gov)
Point72 Asset Management LP	1,000,289	$296m	0.65%	Added	+454,545	14 Feb 2025 (the filing on sec.gov)
Baillie Gifford & Co	923,701	$273m	0.21%	Trimmed	-176,866	31 Jan 2025 (the filing on sec.gov)
Viking Global Investors LP	756,584	$224m	0.72%	Trimmed	-5,442	14 Feb 2025 (the filing on sec.gov)
Capital Research Global Investors	578,776	$171m	under 0.1%	Trimmed	-413,882	13 Feb 2025 (the filing on sec.gov)
Man Group PLC	550,222	$163m	0.43%	Trimmed	-141,064	14 Feb 2025 (the filing on sec.gov)
Woodline Partners LP	489,039	$145m	0.98%	Added	+238,647	14 Feb 2025 (the filing on sec.gov)
Millennium Management LLC	420,215	$124m	0.06%	Trimmed	-284,333	14 Feb 2025 (the filing on sec.gov)
Balyasny Asset Management LLC	420,011	$124m	0.18%	Trimmed	-124,694	14 Feb 2025 (the filing on sec.gov)
AllianceBernstein LP	255,157	$75m	under 0.1%	Trimmed	n.a.	12 Feb 2025 (the filing on sec.gov)
D. E. Shaw & Co.	241,106	$71m	0.05%	Trimmed	-45,240	14 Feb 2025 (the filing on sec.gov)
Steadfast Capital Management LP	141,900	$42m	0.85%	New	new	14 Feb 2025 (the filing on sec.gov)
AQR Capital Management LLC	131,130	$39m	under 0.1%	Added	n.a.	14 Feb 2025 (the filing on sec.gov)
Tybourne Capital Management HK Ltd	129,826	$38m	9.63%	Added	+122,994	14 Feb 2025 (the filing on sec.gov)
Squarepoint Ops LLC	126,479	$37m	under 0.1%	Added	n.a.	14 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC	86,412	$26m	0.09%	Trimmed	-107,339	14 Feb 2025 (the filing on sec.gov)
Caxton Associates LLP	67,032	$20m	0.62%	Added	+6,066	14 Feb 2025 (the filing on sec.gov)

Page 1 of 2

What managers have written about ADSK

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

Starboard Value's second letter to Autodesk shareholders, on returns and margin claims26 Mar 2025 · Activist letter · Subject of the letter · Starboard Value LP’s 13F
Before the letter
31 Dec 2024 (Q4 2024 13F): 1,038,000 shares, reported at $307m.
After the letter
31 Mar 2025 (Q1 2025 13F): 2,000,000 shares, reported at $524m.
962,000 more shares listed at 31 Mar 2025 than at 31 Dec 2024.
Starboard Value's letter to Autodesk shareholders on margins and board change19 Mar 2025 · Activist letter · Subject of the letter · Starboard Value LP’s 13F
Before the letter
31 Dec 2024 (Q4 2024 13F): 1,038,000 shares, reported at $307m.
After the letter
31 Mar 2025 (Q1 2025 13F): 2,000,000 shares, reported at $524m.
962,000 more shares listed at 31 Mar 2025 than at 31 Dec 2024.

Every letter beside its positions →

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

MFS Investment Managementexisting position · 2,875,320 shares now+2,307,960
Farallon Capital Management LLCnew position · 1,841,800 shares now+1,841,800
Janus Henderson Group Ltdexisting position · 2,206,237 shares now+670,699
Point72 Asset Management LPexisting position · 1,000,289 shares now+454,545
Arrowstreet Capital LPexisting position · 1,508,746 shares now+304,287

Reductions

Holocene Advisors LPexisting position · 21,729 shares now-2,081,459
Fidelity (FMR LLC)existing position · 4,805,659 shares now-847,943
Starboard Value LPexisting position · 1,038,000 shares now-814,000
Capital Research Global Investorsexisting position · 578,776 shares now-413,882
T. Rowe Price Associates Incexisting position · 5,023,624 shares now-372,346

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (2)

Tudor Investment Corpwas $41m
Schonfeld Strategic Advisors LLCwas $11m

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

28 in Q3 2024 to 19 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

ADSK by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q2 2013	17	$2.3bn	n.a.	n.a.
Q3 2013	19	$3.0bn	n.a.	n.a.
Q4 2013	15	$3.2bn	n.a.	n.a.
Q1 2014	22	$3.3bn	n.a.	n.a.
Q2 2014	21	$3.7bn	n.a.	n.a.
Q3 2014	15	$3.6bn	n.a.	n.a.
Q4 2014	18	$4.2bn	n.a.	n.a.
Q1 2015	21	$3.7bn	n.a.	n.a.
Q2 2015	21	$3.3bn	n.a.	n.a.
Q3 2015	15	$2.2bn	n.a.	n.a.
Q4 2015	13	$3.5bn	n.a.	n.a.
Q1 2016	13	$3.3bn	n.a.	n.a.
Q2 2016	13	$3.2bn	n.a.	n.a.
Q3 2016	16	$4.4bn	n.a.	n.a.
Q4 2016	17	$4.5bn	n.a.	n.a.
Q1 2017	17	$5.2bn	n.a.	n.a.
Q2 2017	24	$5.8bn	n.a.	n.a.
Q3 2017	26	$5.8bn	n.a.	n.a.
Q4 2017	23	$5.4bn	n.a.	n.a.
Q1 2018	30	$5.6bn	n.a.	n.a.
Q2 2018	25	$5.5bn	n.a.	n.a.
Q3 2018	33	$6.8bn	n.a.	n.a.
Q4 2018	33	$6.2bn	n.a.	n.a.
Q1 2019	30	$7.4bn	n.a.	n.a.
Q2 2019	29	$8.4bn	n.a.	n.a.
Q3 2019	21	$8.5bn	n.a.	n.a.
Q4 2019	28	$9.4bn	n.a.	n.a.
Q1 2020	27	$8.1bn	n.a.	n.a.
Q2 2020	27	$11.7bn	n.a.	n.a.
Q3 2020	28	$11.0bn	n.a.	n.a.
Q4 2020	25	$13.2bn	n.a.	n.a.
Q1 2021	26	$10.8bn	n.a.	n.a.
Q2 2021	28	$11.2bn	n.a.	n.a.
Q3 2021	21	$10.4bn	n.a.	n.a.
Q4 2021	18	$8.7bn	n.a.	n.a.
Q1 2022	23	$6.7bn	n.a.	n.a.
Q2 2022	25	$5.2bn	n.a.	n.a.
Q3 2022	22	$6.1bn	n.a.	n.a.
Q4 2022	24	$6.0bn	n.a.	n.a.
Q1 2023	30	$6.6bn	n.a.	n.a.
Q2 2023	27	$5.3bn	n.a.	n.a.
Q3 2023	21	$4.7bn	n.a.	n.a.
Q4 2023	24	$5.9bn	9	16
Q1 2024	23	$7.5bn	9	15
Q2 2024	28	$6.0bn	18	10
Q3 2024	28	$7.7bn	18	11
Q4 2024	31	$8.6bn	13	20
Q1 2025	39	$6.9bn	24	17
Q2 2025	30	$7.5bn	16	16
Q3 2025	34	$8.4bn	20	13
Q4 2025	31	$9.0bn	19	24
Q1 2026	28	$6.5bn	18	26
Q2 2026	19	$4.5bn	18	24

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ADSK and GOOGL →ADSK and AMZN →ADSK and MSFT →Choose a stock to compare with ADSK →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ADSK, latest filings →Back to the 13F Explorer →

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